+66.3%
IBIT vs VEEV
+33.7%
+32.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.1% |
| 7D | +1.1% | -7.1% | +8.2% | +2.5% |
| 30D | +22.2% | +11.1% | +11.1% | +19.8% |
| 3M | +26.0% | +55.5% | -29.5% | +15.6% |
| 6M | +13.2% | +33.4% | -20.2% | +7.2% |
| YTD | -10.8% | +16.8% | -27.6% | -13.3% |
| 1Y | -29.9% | -7.7% | -22.2% | -28.1% |
| All | +66.3% | +33.7% | +32.6% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling